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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 7,143 fondos (~80%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1185 M | -USD 12.9 M | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
| 1652 |
1652
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 1184 M | +USD 598 M | +102% | 0.63% | 56.9% | 153 | 15.03% | 3.6 |
|
| 1653 |
PCM
1653
Prime Capital Management
Hong Kong
| USD 1183 M | -USD 68.7 M | -5% | 3.52% | 569% | 7 | 0% | 1.3 |
|
| 1654 |
1654
Heritage Trust
Oklahoma City,
Oklahoma
| USD 1182 M | +USD 27.2 M | +2% | 4.42% | – | 326 | 9.2% | 5.4 |
|
| 1655 |
1655
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 1181 M | -USD 41.2 M | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
| 1656 |
1656
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 1180 M | +USD 22.7 M | +2% | 1.58% | 77.7% | 520 | 11.35% | 3.2 |
|
| 1657 |
1657
Red Door Wealth Management
Memphis,
Tennessee
| USD 1180 M | +USD 84.1 M | +8% | 5.63% | 117% | 343 | 10.2% | 2.9 |
|
| 1658 |
1658
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 1178 M | +USD 53.3 M | +5% | 6.2% | 178% | 276 | 4.35% | 2.5 |
|
| 1659 |
1659
Verus Financial Partners
Richmond,
Virginia
| USD 1177 M | +USD 7.91 M | +0.7% | 0.59% | 45.7% | 138 | 12.32% | 4.3 |
|
| 1660 |
1660
Black Diamond Financial
Towson,
Maryland
| USD 1176 M | +USD 42 M | +4% | 0.01% | 68.3% | 209 | 7.66% | 3.3 |
|
| 1661 |
1661
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 1176 M | +USD 17.1 M | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
| 1662 |
1662
Penn Davis McFarland
Dallas,
Texas
| USD 1174 M | +USD 51.6 M | +5% | 5.72% | 100% | 80 | 8.75% | 4.8 |
|
| 1663 |
1663
Focused Wealth Management
Newburgh,
New York
| USD 1174 M | +USD 23.9 M | +2% | 0.96% | 80.9% | 303 | 31.68% | 5 |
|
| 1664 |
1664
Voya Financial Advisors
Windsor,
Connecticut
| USD 1174 M | +USD 38.1 M | +3% | 0.62% | 49.1% | 212 | 13.21% | 6.9 |
|
| 1665 |
1665
MASTERINVEST Kapitalanlage
Vienna,
| USD 1173 M | +USD 8.3 M | +0.7% | 3.99% | – | 313 | 12.78% | 1.1 |
|
| 1666 |
1666
Symetra Investment Management
Farmington,
Connecticut
| USD 1171 M | +USD 26.9 M | +2% | 2.66% | 38.6% | 7 | 14.29% | 1.9 |
|
| 1667 |
1667
KWB Wealth
Redlands,
California
| USD 1171 M | +USD 1.78 M | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
| 1668 |
1668
Forge Financial Services
Edmond,
Oklahoma
| USD 1169 M | +USD 7.94 M | +0.7% | 1.55% | – | 43 | 20.93% | 1 |
|
| 1669 |
1669
Versant Capital Management
Phoenix,
Arizona
| USD 1169 M | +USD 53.5 M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
| 1670 |
1670
Asset One Wealth Management
Bellevue,
Washington
| USD 1167 M | +USD 220 M | +23% | 3.52% | – | 446 | 26.91% | 0.5 |
|
| 1671 |
1671
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1165 M | +USD 70 M | +6% | 0% | 0% | 78 | 0% | 0.9 |
|
| 1672 |
1672
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 1163 M | +USD 45.4 M | +4% | 0.33% | 71.2% | 213 | 12.68% | 2.2 |
|
| 1673 |
1673
Randolph Company
Cincinnati,
Ohio
| USD 1163 M | -USD 24 M | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
| 1674 |
GA
1674
GuoLine Advisory
Singapore
| USD 1162 M | +USD 88.1 M | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
| 1675 |
1675
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 1161 M | -USD 85.6 M | -7% | 2.01% | 85.3% | 315 | 5.08% | 3.9 |
|